LPL Financial’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

LPL Financial’s Portfolio XMAR Stock Details XMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.23M	Sell	52,066 -4,294	-8%	-$181K	﹤0.01%	3635
2026 Q1	$2.28M	Sell	56,360 -7,459	-12%	-$300K	﹤0.01%	3376
2025 Q4	$2.55M	Sell	63,819 -10,521	-14%	-$416K	﹤0.01%	3166
2025 Q3	$2.92M	Buy	74,340 +5,354	+8%	+$208K	﹤0.01%	2972
2025 Q2	$2.64M	Sell	68,986 -320	-0.5%	-$11.8K	﹤0.01%	2864
2025 Q1	$2.55M	Sell	69,306 -6,360	-8%	-$233K	﹤0.01%	2734
2024 Q4	$2.74M	Sell	75,666 -9,372	-11%	-$336K	﹤0.01%	2581
2024 Q3	$3.02M	Buy	85,038 +11,499	+16%	+$401K	﹤0.01%	2369
2024 Q2	$2.54M	Sell	73,539 -23,286	-24%	-$788K	﹤0.01%	2396
2024 Q1	$3.26M	Sell	96,825 -43,563	-31%	-$1.44M	﹤0.01%	2123
2023 Q4	$4.62M	Buy	140,388 +56,209	+67%	+$1.81M	﹤0.01%	1734
2023 Q3	$2.66M	Buy	+84,179	New	+$2.66M	﹤0.01%	2071

Other funds holding XMAR

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

LPL Financial's XMAR Position: Q2 2026 in Review

LPL Financial reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 7.6% in Q2 2026, selling an estimated $181K and leaving 52,066 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #3635.

LPL Financial first reported a position in XMAR in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.62M in Q4 2023. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

LPL Financial held 52,066 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $2.23M as of Q2 2026.
LPL Financial sold 4,294 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2026, an estimated $181K.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3635 holding.
LPL Financial first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q3 2023 and has held it in 12 quarters since.
LPL Financial's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $4.62M in Q4 2023.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.